Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 EASI 2.69%
4 JSMD 2.26%
5 GNRX 2.22%
6 RSPH 1.81%
7 AIEQ 1.71%
8 SAEF 1.61%
9 EPSB 1.61%
10 HTEC 1.58%
11 FTXH 1.44%
12 RYH 1.44%
13 BBH 1.41%
14 EPMV 1.30%
15 BMED 1.30%
16 DWSH 1.29%
17 EQUL 1.21%
18 HELX 1.17%
19 EPSV 1.13%
20 PSET 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.81M (11.95%) -293.72K
Decreased by -5.05%
Jun 30, 25
2 Wellington Management Company LLP 3.77M (7.75%) -517.21K
Decreased by -13.73%
Jun 30, 25
3 BlackRock Inc 3.66M (7.52%) -14.69K
Decreased by -0.40%
Jun 30, 25
4 Allspring Global Investments Holdings, LLC 2.29M (4.71%) 516.52K
Increased by +22.54%
Jun 30, 25
5 State Street Corporation 2.09M (4.31%) 34.33K
Increased by +1.64%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.95M (4.01%) 144.73K
Increased by +7.42%
Mar 31, 25
7 State Street Corp 1.86M (3.82%) -43.84K
Decreased by -2.36%
Jun 30, 25
8 Nomura Holdings Inc 1.57M (3.23%) 967.65K
Increased by +61.66%
Jun 30, 25
9 Ariel Investments, LLC 1.42M (2.91%) 314.57K
Increased by +22.23%
Jun 30, 25
10 Amvescap Plc. 1.24M (2.54%) 128.78K
Increased by +10.41%
Jun 30, 25
11 Geode Capital Management, LLC 1.23M (2.53%) -31.43K
Decreased by -2.55%
Jun 30, 25
12 Impactive Capital LP 1.21M (2.49%) 9.20K
Increased by +0.76%
Mar 31, 25
13 Harris Associates L.P. 1.16M (2.39%) 1.16M
Increased by +100.00%
Jun 30, 25
14 Meritage Group LP 1.07M (2.21%) -111.05K
Decreased by -10.34%
Dec 31, 24
15 Bank of America Corp 1.03M (2.11%) 232.02K
Increased by +22.61%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.01M (2.08%) 148.44K
Increased by +14.69%
Jun 30, 25
17 Eminence Capital LLC 1.00M (2.06%) 1.00M
Increased by +100.00%
Sep 30, 24
18 Mackenzie Investments 1.00M (2.06%) -902.00
Decreased by -0.09%
Jun 30, 25
19 Earnest Partners LLC 998.26K (2.05%) -6.35K
Decreased by -0.64%
Jun 30, 25
20 Goldman Sachs Group Inc 997.49K (2.05%) 800.76K
Increased by +80.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 1.80M (3.71%) -197.57K
Decreased by -10.97%
Jun 30, 25
2 Allspring Mid Value SMA 1.77M (3.64%) 1.77M
Increased by +99.99%
Jun 30, 25
3 Allspring Special US Mid Cap Value Eq 1.77M (3.64%) 298.60K
Increased by +16.86%
Jun 30, 25
4 Allspring Special Mid Cap Value Inst 1.70M (3.49%) -73.80K
Decreased by -4.35%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.64M (3.37%) 1.14K
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.55M (3.18%) -37.17K
Decreased by -2.41%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 1.45M (2.99%) 9.27K
Increased by +0.64%
May 31, 25
8 Vanguard 500 Index Investor 1.22M (2.50%) -178.35K
Decreased by -14.66%
Jul 31, 25
9 Vanguard Small Cap Index 1.19M (2.45%) -8.04K
Decreased by -0.67%
Jul 31, 25
10 Vanguard Windsor Investor Shares 1.00M (2.06%) 109.50K
Increased by +10.95%
Jun 30, 25
11 Invesco S&P 500® Equal Weight ETF 936.40K (1.93%) 1.39K
Increased by +0.15%
Aug 29, 25
12 Vanguard Small Cap Value Index Inv 765.08K (1.57%) -679.00
Decreased by -0.09%
Jul 31, 25
13 Oakmark Select Investor 678.00K (1.39%) 678.00K
Increased by +100.00%
Jun 30, 25
14 Invesco S&P 500 ETF 676.82K (1.39%) 676.82K
Increased by +100.00%
Jul 31, 25
15 SPDR® S&P 500 ETF 636.44K (1.31%) -9.30K
Decreased by -1.46%
Mar 31, 25
16 Fidelity 500 Index 622.60K (1.28%) 269.00
Increased by +0.04%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 619.61K (1.27%) -3.24K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 600.84K (1.24%) -1.29K
Decreased by -0.21%
Apr 30, 24
19 Fidelity® 500 Index 597.45K (1.23%) 3.80K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 594.62K (1.22%) 7.34K
Increased by +1.23%
Aug 31, 25